AMD's shares surged 77% since early April driven by optimism around its server CPUs. However, HSBC analyst Frank Lee cautions that AMD may struggle to capitalize further on this trend due to its lack of chip manufacturing capabilities. Investors anticipating an earnings surprise in the upcoming Q1 report might be disappointed. The report will be released on Tuesday, led by CEO Lisa Su.
Advanced Micro Devices (AMD) reported strong first-quarter results driven by significant growth in its data center products. High demand for AI technologies continues to position AMD as a key player in the market, despite competition from Nvidia. The...
Shares of Advanced Micro Devices (AMD) rose 5% following UBS's massive price target increase for Micron Technology, which lifted the entire semiconductor sector. UBS raised Micron's target from $535 to $1,625, citing strong AI-driven memory demand an...
In May 2026, seven small-cap stocks in the Russell 2000 more than doubled the return of Micron Technology, which gained 46%. Leading performers included Hyliion Holdings (+213.6%) after strong revenue growth and U.S. Navy trials, and agilon health (+...
The S&P 500's impressive 42% return over the last 22 months is largely due to a handful of AI-related megacap stocks like NVIDIA, AMD, and Microsoft. Removing these AI infrastructure companies from the index reduces the return to just 16%, barely out...
Bank of America analyst Vivek Arya raised NVIDIA's price target to $350, citing unprecedented demand for semiconductors driven by generative AI and advanced agentic applications. This surge in AI-related computing is causing a supply squeeze and stro...
